Senior Trust & Wealth Advisor for High-Net-Worth
Bank of America ATM
Bank of America is looking for a professional to manage fiduciary and investment management accounts in Cleveland, Ohio. The role includes supporting high-net-worth clients through detailed administration and compliance, while ensuring a high-quality experience tailored to their goals. Qualified candidates should have a minimum of five years of experience in trust administration and estate planning, along with strong communication skills and the ability to close sales effectively. An attractive benefits package is included. #J-18808-Ljbffr Bank of America
$98.1k - $210k
...and investment management accounts for high-net-worth clients and beneficiaries involving multi... ...development of complex investment management and trust accounts and working with team members... ...and retention, assisting clients with wealth planning needs, and managing risk....SeniorHigh net worthWork at officeShift workDay shift$98.1k - $210k
...and investment management accounts for high‑net‑worth clients and beneficiaries, overseeing administration... ...support, including review of trust instruments, involvement when the trustee... ...and prospects to build and transfer wealth tailored to their goals, delivering a high...SeniorHigh net worthDay shift$133k - $296.4k
...to contribute to the company’s success. As a Senior Counsel within PNC's Corporate Governance organization... ...experience practicing in the area of trusts and estates in a law firm or fiduciary practice, counseling high net-worth individuals, advising fiduciaries and...SeniorHigh net worthFull timeTemporary workPart timeWork experience placementWork at office- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management, retirement advisory, and business... ...candidate will be responsible for serving as a trusted advisor to high-net-worth individuals and families, delivering...SeniorHigh net worthLocal area
$116k - $216k
...KeyBank is seeking a skilled Sr. KPB Relationship Manager in Pepper Pike, Ohio to serve high net worth clients by advising on banking and investment solutions. The role includes developing strategies based on client goals and coordinating with a relationship team. The...SeniorHigh net worth$116k - $216k
...acting as the primary client advisor, developing and implementing... ...RM is responsible for serving high net worth clients in their existing book... ...advisory team, including trust, investment and planning strategists... ...depth knowledge of financial wealth management services and...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$200k - $300k
...strategic tax leader ready to step into a high-impact partnership? Our firm is known for... ...in real estate, private equity, and high-net-worth family offices.Business Development:... ...participation.Autonomy: A hybrid work model that trusts your professional judgment and rewards...SeniorHigh net worthTemporary workWork at officeRemote work$110k - $210k
...and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide... ...compliance engagements, serve as a trusted advisor on sophisticated individual tax matters... ...1) and advise on matters impacting wealth planning, succession, and family tax...SeniorHigh net worthFull timeContract workWork at office$93k - $98k
...Private Client Services Tax Senior Private Client... ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...estate, income, gift, and trust tax consulting and... ...with clients and their advisors to gather information needed...SeniorHigh net worthPrivate practiceWork at office$75k - $150k
The industry role of Wealth Advisor resides as a Financial Consultant at Manning & Napier. As... ...relationships across various client types (such as high net worth individuals, endowments & foundations,... ...Work to establish a level of trust and confidence with our client to serve...High net worth$68.08k - $113.4k
...Senior Trustee Consultant Where ambition meets... ...subsidiary The Private Trust Company. Through our delegated... ...Company enables LPL Advisors to maintain investment... ...working with high net worth (HNW) clients Core... ...among the fastest growing wealth management firms in...SeniorHigh net worthWork experience placementWork from home$85k - $120k
...Description Job Description Tax Senior, CPATax Advisory | Client... ..., Ohio Our client, a highly respected and growth-focused... ...to develop into a trusted advisor, build meaningful client relationships... ..., investors, and high-net-worth individuals while gaining valuable...SeniorHigh net worthSummer workFlexible hours- ...We Require: Estate planning experience. Preferred experience is with high-net-worth individuals, their families, and their businesses. Experience with Federal Estate Tax. Trusts and Estates Administration experience. Excellent people and communication...High net worthTemporary work
$124k - $335k
...team to deliver exceptional tax services to high-net-worth individuals, helping them meet their financial planning and wealth transfer goals. In this role, you'll apply your... ...thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted...SeniorHigh net worthFixed term contractSummer workSeasonal workH1bRemote work- ...Job Description Job Description Tax Senior Manager- Personal Tax Advisory Group Details: Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide...SeniorHigh net worth
$128k - $268k
...OhioJob SummaryThe Family Wealth Investment Consultant... ...portfolios for ultra-high-net-worth clients within a... ...Serve as lead investment advisor on a select book of complex... ...the team.Serve as a senior investment resource,... ...Proven track record as a trusted advisor with...High net worthFull timeWork at officeFlexible hoursNight shift$77k - $202k
...& SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: IL-Chicago; TX-Dallas; CA-...SeniorFull timeH1b$71k - $125k
...fiduciary post-death of clients by providing expert trust and estate settlement administration and counsel to High Net Worth clients and their beneficiaries. Actively... ...fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated...High net worthWork experience placementWork at officeRemote workFlexible hours- ...Associate Wealth Advisor CBIZ seeks a motivated and qualified individual for the position of... ...excellence. Associate Wealth Advisors provide a high level and broad range of technical and... ...with individuals, families and higher net worth clients by providing high touch...High net worthWork experience placement
- ...experience in estate planning, trust administration, tax planning,... ...areas, the Trusts and Estates Senior Associate or Partner works closely... ..., accountants, financial advisors, and other professionals to provide... ..., and negotiation skills.High level of professionalism and ethical...Senior
$80k - $150k
...preferences. Maintains a high level of collaboration... ...and depth of the Wealth Segment suite of capabilities... ...may manage Portfolio Advisor Associates and/or mentor... ...Experience managing a high-net-worth book of business.... ...use: office equipment, Trust accounting system and portfolio...SeniorHigh net worthWork at officeFlexible hours- ...Trust Officer Location: 4900 Tiedeman Road, Brooklyn Ohio The Trust Officer fulfills fiduciary... ...trust administration and advisory services to High Net Worth clients and their beneficiaries. While serving on the KPB Wealth Services or Specialty Teams and within the...High net worthWork experience placementWork at officeLocal area
- ...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth... ...to their needs. We believe trust comes from transparency. Our... ...responsible for working with high-net worth individuals identifying needs,...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Registered Investment Advisor (RIA),... ...financial planning and wealth management services... ...Tax Advisor is a senior-level individual contributor... ...of individual and trust tax returns and... ...-up — all with a high standard of... ...recommendations for high-net-worth clients and may...SeniorHigh net worthFlexible hours
- ...POSITION SUMMARY The Private Client Advisor serves as the primary relationship manager... ...Private Client through our network of trusted advisors and strategic partners.... ...consultative conversations with prospective high-net-worth clients to understand their insurance needs...High net worthRemote work
- ...About the job Financial Advisor Senior Financial Advisor - Remote/Hybrid Opportunity... ...maintain long-term relationships with high-net-worth clients Develop personalized financial... ...Qualifications ~10+ years of wealth management experience ~ Active Series...High net worthRemote workFlexible hours
- ...OverviewBernstein Private Wealth Management is a... ...management firm advising high-net-worth and ultra-high-net-worth... ...with Financial Advisors, help propel the growth... ...Collaborate and network with senior professionals... ...proceduresAdvanced training on trusts & estates, wealth...High net worthFull timeFlexible hours
$127.9k - $331.7k
...and Capital Markets, Wealth and Asset Management,... ...financial institutions are trusted and flourish, and the... ...unique needs of the high-net worth tax industry. The team... ...responsibilities A Senior Services Manager in... ...and status as a trusted advisor to maintain and...SeniorHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours$110k
...firm serving small business owners and high-net-worth individuals who want a proactive, year-round... ...and matters. They are adding a Senior Tax Specialist to take ownership of an assigned... ...up, you write clearly, and clients trust you to manage their work without...SeniorHigh net worthSeasonal workHome officeMonday to Friday- ...Overview Bernstein Private Wealth Management is a... ...management firm advising high-net-worth and ultra-high-net-... ...collaboration with Financial Advisors, help propel the... ...Collaborate and network with senior professionals... ...Advanced training on trusts & estates, wealth planning...High net worth
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